Global Retirement Partners’s iShares ESG Screened S&P Mid-Cap ETF XJH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $138K | Sell |
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2025
Q2 | $187K | Buy |
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|
2024
Q4 | $131K | Buy |
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2024
Q3 | $127K | Buy |
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|
2024
Q2 | $47.4K | Buy |
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|
2024
Q1 | $49.1K | Buy |
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|
2023
Q4 | $43.8K | Buy |
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|
2023
Q3 | $35.8K | Buy |
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|
2023
Q2 | $38.4K | Buy |
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|
2023
Q1 | $3.26K | Sell |
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|
2022
Q4 | $3.71K | Buy |
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